BETA

THE KAPLAN SISTERS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE KAPLAN SISTERS FOUNDATION (EIN 20-6934832)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-04
IRS object ID
201522169349100407
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-04T09:59:20-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206934832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAPLAN SISTERS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O FCG ADVISORS ATTJOHN COMBIASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKAPLBusinessNameControlTxt
Phone9736357374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MAIN STREET NO 202AddressLine1Txt
CityCHATHAMCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07928ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLILLY COMBIASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9736357374PhoneNum
Signature2015-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD HROBERTSCPAPreparerPersonNm
PTINP00667378PTIN
Phone9149492990PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$920,362FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,625DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,121DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,769NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$226,611GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,769CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,394TotalRevAndExpnssAmt
Total Net Invst Incm$65,890TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$774TaxesRevAndExpnssAmt
Taxes Net Invst Incm$411TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,831OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,731OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,142TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,142TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$52,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,089ExcessRevenueOverExpensesAmt
Net Investment Income$55,748NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,525CashBOYAmt
Cash EOY$82,641CashEOYAmt
Cash EOYFMV$82,641CashEOYFMVAmt
US Government Obligations BOY$188,512USGovernmentObligationsBOYAmt
US Government Obligations EOY$191,846USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$202,319USGovtObligationsEOYFMVAmt
Corporate Stock BOY$497,562CorporateStockBOYAmt
Corporate Stock EOY$429,551CorporateStockEOYAmt
Corporate Stock EOYFMV$635,192CorporateStockEOYFMVAmt
Other Assets BOY$560OtherAssetsBOYAmt
Other Assets EOY$210OtherAssetsEOYAmt
Other Assets EOYFMV$210OtherAssetsEOYFMVAmt
Total Assets BOY$699,159TotalAssetsBOYAmt
Total Assets EOY$704,248TotalAssetsEOYAmt
Total Assets EOYFMV$920,362TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$699,159RetainedEarningBOYAmt
Retained Earning EOY$704,248RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$699,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$704,248TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$699,159TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$704,248TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$699,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,089ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$704,248SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$704,248TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$215,771$175,842$39,929$39,929
CAPITAL GAINS DIVIDENDS$10,840$10,840$10,840P
FieldValueIRS element (for citing)
Capital Gain Net Income$50,769CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,214AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$889,850NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050811DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,098AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$806,225NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042293DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,964AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$815,786NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050214DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,930AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$875,976NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042159DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.185477TotalDistributionRt
Average Distribution0.037095AverageDistributionRt
Net Vl Noncharitable Assets$915,903NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,975AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$557NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,532AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$557InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$557SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$557TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$800AppliedToEsTaxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Es Penalty$8EsPenaltyAmt
Overpayment$235OverpaymentAmt
Applied To ES Tax$235AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCITRIN COOPERMAN COMPANY LLPIndividualWithBooksNm
Phone9149492990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUTH KAPLAN
5 PARADE LANERYE BROOKNY10573TRUSTEE0.00$0$0$0
SARA ABRAMSON
84 ISELIN TERRACELARCHMONTNY10538TRUSTEE0.00$0$0$0
LILLY COMBIAS
26 CRESCENT ROADMADISONNJ07904TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$867,428AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$929,851TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$929,851AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,948CashDeemedCharitableAmt
Net Vl Noncharitable Assets$915,903NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$557TaxBasedOnInvestmentIncomeAmt
Total Tax$557TotalTaxAmt
Distributable Before Adj$45,238DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,238DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,238DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$557PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,243AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,238DistributableAsAdjustedAmt
Undistributed Income PY$3,690UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$52,800QualifyingDistributionsAmt
Applied To Year1$3,690AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,238AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,872RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,872TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,872ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,872ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOMA
1101 15TH STREET NWWASHINGTONDC20005PCGENERAL SUPPORT$3,000
BRIDGES OUTREACH INC
120 MORRIS AVENUESUMMITNJ07901PCGENERAL SUPPORT$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001PCGENERAL PURPOSE$4,000
HAMPSHIRE COUNTRY SCHOOL
28 PATEY CIRCLERINDGENH03461PCGENERAL PURPOSE$4,000
KIDS IN THE GAME
1569 SW NANCY WAY SUITE 2BENDOR97702PCGENERAL$2,500
MORRISTOWN MEMORIAL HEALTH FOUNDATION
100 MADISON AVENUEMORRISTOWNNJ07962PCTO SUPPORT MEDICAL PROGRAMS$7,500
NATIONAL EATING DISORDERS ASSOCIATION
165 WEST 46TH STREETNEW YORKNY10036PCGENERAL$5,000
POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZANEW YORKNY10017PCGENERAL SUPPORT$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
332 N LAUDERDALEMEMPHISTN38105PCTO SUPPORT PEDIATRIC CANCER TREATMENT AND RESEARCH$1,000
COLUMBIA UNIVERSITY
116 STREET BROADWAYNEW YORKNY10027PCGENERAL$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,625ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,769ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,394ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,394TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$429,551EOYBookValueAmt
EOYFMV$635,192EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$116,328USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$123,665USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$75,518StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$78,654StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$560BOYBookValueAmt
EOY Book Value$210EOYBookValueAmt
EOYFMV$210EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$9,731$9,731$0$0
NYS FILING FEE$100$0$0$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT INCOME TAX$363$0$0$0
FOREIGN TAXES$411$411$0$0

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